See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 55-0055988 | Advisory (Plan) | $1,350 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,864 | $105,181+13.0% | $159,436-25.4% | $85,850+38.5% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 18.18% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $4,240 | $3,318+27.8% | $4,829-12.2% | $2,565+65.3% |
| Participant deferral / active EE | $14,045 | $5,945+136.3% | $7,352+91.0% | $3,952+255.4% |
| Admin fee / account holder | $10 | $6,933-99.9% | $10,799-99.9% | $6,260-99.8% |